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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,285 | $167,362-61.0% | $143,799-54.6% | $134,532-51.5% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.32% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,059 | $5,620-10.0% | $4,952+2.2% | $4,741+6.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $49 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |